Mergers and Acquisitions Analyst
DOXA - Fort Wayne
Work at DOXA
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Overview
Join to apply for the Mergers and Acquisitions Analyst role at DOXA 1 day ago Be among the first 25 applicants Join to apply for the Mergers and Acquisitions Analyst role at DOXA Get AI-powered advice on this job and more exclusive features. About Us: DOXA was founded in 2016 to bring a refreshing change to the specialty insurance industry. Our mission is to create specialized programs and operations through business development and accretive acquisitions. DOXA’s award-winning approach accelerates growth and satisfaction of MGAs, MGUs, agents, carriers, wholesalers, affinity companies and start-ups. Job Type Full-time Description About Us: DOXA was founded in 2016 to bring a refreshing change to the specialty insurance industry. Our mission is to create specialized programs and operations through business development and accretive acquisitions. DOXA’s award-winning approach accelerates growth and satisfaction of MGAs, MGUs, agents, carriers, wholesalers, affinity companies and start-ups. Job Overview The Mergers & Acquisitions team is seeking an Analyst to act as a critical role in driving our strategic growth initiatives by evaluating, structuring, and executing acquisitions. This role involves supporting cross-functional deal teams, performing advanced financial analyses, presenting recommendations to senior leadership, and supports post-transaction integration to ensure value realization. Key Responsibilities Deal Evaluation and Execution: Perform in-depth financial modeling, valuations, and scenario analyses to evaluate potential acquisition opportunities. Assist in the due diligence process by managing cross-functional teams and external advisors to ensure successful deal execution. Market Analysis, Target Identification, and CRM Management: Analyze industry trends and competitive landscapes to identify strategic acquisition targets that align with corporate objectives. Maintain and manage the M&A CRM system to track potential targets, deal pipeline progress, and engagement history. Present detailed findings and recommendations to leadership to support strategic decision-making. Transaction Structuring and Negotiation: Assist in structuring deal terms and negotiating agreements with target companies and advisors to maximize value and minimize risk. Partner with legal and finance teams to ensure compliance and optimal transaction outcomes. Cross-Functional Collaboration: Collaborate with internal teams (e.g., finance, legal, operations) and external consultants to facilitate seamless deal processes. Prepare and deliver presentations to executive leadership, ensuring clarity of recommendations and alignment with strategic goals. Post-Transaction Integration: Support integration efforts by working closely with operational and functional teams to ensure smooth transitions and realization of deal value. Track progress against key performance indicators and report outcomes to stakeholders. Benefits DOXA Insurance Holdings offers employees a dynamic and collaborative work environment with opportunities for growth and the ability to build key networking partners in the insurance industry. Our compensation package includes vacation and sick compensation, health, dental, vision, life, and long-term and short-term disability insurance, and a matching 401(k) plan. Working Location: Remote, nationwide. Up to 25% travel, may vary depending on remote location. Requirements Qualifications Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field is required. Experience: 1–3 years of relevant experience in M&A, investment banking, corporate development, or private equity. Skills: Demonstrated experience in financial modeling, valuation techniques, and due diligence. Advanced proficiency in Excel and PowerPoint. Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights. Exceptional communication and presentation skills, with the ability to influence and collaborate across all organizational levels. Proven ability to manage multiple projects in a dynamic, fast-paced environment. Salary Description 70k - 95k Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at DOXA by 2x Sign in to set job alerts for “Mergers and Acquisitions Analyst” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr